Introduction to Flow April 26, 2017

Today’s Speakers

Mark Ross Salesforce Practice Director Clarus Group @markross__c

Brian Kwong VP of Delivery & Operations Better Partners @kwongerific

Gillian Bruce Admin Evangelist Salesforce @gilliankbruce

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Today’s Agenda

•  What is flow?

•  DEMO: Build a flow

•  Resources

•  Q&A

What is Flow?

Flow is Automation

Flow is a declarative development tool.

You can use visual screens to gather info from users and automatically update records.

The Flow Designer: Where the Magic Happens

It’s Magic!

Button Bar

Canvas

Palette Resources Explorer

Use Case: Case Management

Users leave post-its, phone messages, and emails with requests for new users and new features, which are hard to track and require follow-up to get details. So… We need a way to log each request and gather the information needed from the requestor.

We need a solution!

DEMO

Case Management

In Summary

•  We created a flow to automate new user and feature requests:

•  Gathered required fields

•  Set decision with branches for new user & new feature

•  We distributed the flow using Lightning App Builder to embed it in the homepage

Resources

Additional Resources

Trailhead modules for guided learning: Process Automation, Flow Projects trailhead.salesforce.com

The Success Community – check out the Automation Hour! success.salesforce.com

The Wizard News - http://thewizardnews.com/

Wizardcast - http://thewizardnews.com/subscribe-to-podcast/

Q&A bit.ly/AdminWebinarGroup

Survey bit.ly/awsurvey-introtoflow

Slides bit.ly/introtoflow

Wrapping Up